We expect double-digit decorative volume growth in Q3 and marginal recovery in PIDI’s volumes (2% in Consumer Bazaar vs 1%…
United Spirits intends to focus on profitable growth and will consider next steps to counter price cuts taken by Pernod…
CreditAccess Grameen (CAGL) is a leading Indian microfinance institution.
The industry is likely to have bottomed out the downward cycle; being at an inflection point, it is a re-rating…
Focus on growth paid off with CY17 domestic volumes up ~8%, highest in 7 years; expect sales/EPS CAGR of 12/19%…
Importantly, the number of plants with critical-level coal stock has zoomed to 28 as of Mar-2018, with distant plants in…
In the medium term, YES will likely report contained slippages, sharply reduced diver gencein the next RBI supervision and improved…
We met the management of Voltas on Thursday at IIFL’s Investor conference in Mumbai. The company expects 12-15% volume CAGR…
We project a 40% EPS CAGR over FY18-20, driven by steady growth in the company’s base business, in which Himadri…
We trim FY18/19ii EPS by 1%/5% to Rs 9.1/10.9 while leaving FY20ii EPS at Rs 14.3 post the Q3 FY18…
Atul is one of IIFL’s top ten mid-cap buy ideas for 2018. We expect Atul to report attractive earnings growth…
The recent change of hands in the minority stake in Holidaybreak (HBR) sets a benchmark EV of c.£600 million for…
Avenue Supermart Ltd (D-Mart) is an emerging supermarket chain with a presence in 45 cities across India. It’s major presence…
We upgrade FY18-19ii EPS for OMCs by 10-25% on the back of: 1) firm GRMs; 2) sustained product sales; and…
We expect sales growth to moderate in 2QFY18 across retail companies, given weak demand post GST implementation. Healthy growth in…
PI’s FY17 annual report reveals that the company generated improved free cash flow for the year, driven mainly by lower…
CESC is on track to demerge its businesses into four verticals – generation, distribution, retail, and other investments.
We think that to transfer its 51% stake in HPCL to ONGC, Government of India (GoI) may have to well…
